Catalyst Private Wealth’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,691
| Closed | -$827K | – | 76 |
|
|
2022
Q2 | $827K | Sell |
9,691
-7,993
| -45% | -$682K | 0.59% | 32 |
|
|
2022
Q1 | $1.79M | Buy |
17,684
+7,945
| +82% | +$805K | 0.9% | 20 |
|
|
2021
Q4 | $1.05M | Buy |
9,739
+5,643
| +138% | +$606K | 0.45% | 28 |
|
|
2021
Q3 | $417K | Buy |
+4,096
| New | +$417K | 0.18% | 49 |
|
|
2020
Q4 | – | Sell |
-1,581
| Closed | -$128K | – | 281 |
|
|
2020
Q3 | $128K | Buy |
+1,581
| New | +$128K | 0.12% | 71 |
|